| Date | Description |
|---|
| 2022-05-01 |
insert otherexecutives Anthony Ward |
| 2022-05-01 |
insert otherexecutives Gill White |
| 2022-05-01 |
insert otherexecutives Mark Hutchinson |
| 2022-05-01 |
insert person Anthony Ward |
| 2022-05-01 |
insert person Gill White |
| 2022-05-01 |
insert person Mark Hutchinson |
| 2022-05-01 |
update person_description Sarah Lord => Sarah Lord |
| 2022-02-09 |
update person_title Jonathan Rees: Member of the Board; Lay Director; Director => Member of the Board; Director |
| 2022-02-09 |
update person_title Vanessa Barnes: Member of the Board; Director => Member of the Board; Vice President and Member Director; Director |
| 2021-07-03 |
delete otherexecutives Adam Owen |
| 2021-07-03 |
delete otherexecutives Keith Richards |
| 2021-07-03 |
delete otherexecutives Rory Percival |
| 2021-07-03 |
delete person Adam Owen |
| 2021-07-03 |
delete person Keith Richards |
| 2021-07-03 |
delete person Rory Percival |
| 2021-07-03 |
update person_description John White ACII => John White ACII |
| 2021-07-03 |
update person_description Sarah Lord => Sarah Lord |
| 2020-10-16 |
insert otherexecutives Elizabeth Bastin |
| 2020-10-16 |
insert person Elizabeth Bastin |
| 2020-10-16 |
update person_description Gordon Wilson APFS => Gordon Wilson APFS |
| 2020-10-16 |
update person_description Sarah Lord => Sarah Lord |
| 2020-10-16 |
update person_title Sarah Lord: Member of the Board; Vice President and Member Director => President and Member Director; Chief Client Officer for Succession Wealth; Member of the Board |
| 2020-07-21 |
update person_description Adam Owen => Adam Owen |
| 2020-07-21 |
update person_description Caroline Stuart FPFS => Caroline Stuart FPFS |
| 2020-07-21 |
update person_title Vanessa Barnes: Member of the Board; Founder; Chartered Financial Planner; Director => Member of the Board; Director |
| 2019-10-20 |
update person_title Adam Owen: Member of the Board; Vice President and Member Director => President and Member Director; Member of the Board |
| 2019-09-14 |
update person_description Adam Owen => Adam Owen |
| 2019-06-06 |
insert otherexecutives Keith Richards |
| 2019-06-06 |
insert person Keith Richards |
| 2017-07-07 |
insert ceo Sian Fisher |
| 2017-07-07 |
insert person Sian Fisher |
| 2016-09-03 |
delete person Georgina Gold |
| 2016-02-22 |
delete ceo Dr Alexander (Sandy) Scott |
| 2016-02-22 |
delete person Dr Alexander (Sandy) Scott |
| 2016-02-22 |
insert person Arthur J Gallagher |
| 2015-08-29 |
insert person Tyne Tees |
| 2015-04-25 |
delete otherexecutives Teresa Perchard |
| 2015-04-25 |
insert otherexecutives Jonathan Rees |
| 2015-04-25 |
insert person Jonathan Rees |
| 2015-04-25 |
update person_title Teresa Perchard: Member of the PFS Board; Lay Director; Director => Member of the PFS Board; Co - Opted Advisor |
| 2015-03-28 |
delete otherexecutives Clare Parkes |
| 2015-03-28 |
delete person Clare Parkes |
| 2015-02-28 |
insert person Gary Shaughnessy |
| 2015-01-31 |
insert personal_emails em..@thepfs.org |
| 2015-01-31 |
insert personal_emails ra..@thepfs.org |
| 2015-01-31 |
insert person Emma Milsted |
| 2015-01-31 |
insert person Rachel Allen |
| 2014-12-05 |
delete personal_emails ja..@cii.co.uk |
| 2014-12-05 |
delete person James Maxwell |
| 2014-12-05 |
insert person Joe Campbell |
| 2014-10-09 |
delete otherexecutives Sharon Sutton |
| 2014-10-09 |
delete personal_emails la..@thepfs.org |
| 2014-10-09 |
delete personal_emails vi..@thepfs.org |
| 2014-10-09 |
insert vp Sharon Sutton |
| 2014-10-09 |
delete person Edward Grant FPFS |
| 2014-10-09 |
delete person Lara Spiers |
| 2014-10-09 |
delete person Victoria Idieho |
| 2014-10-09 |
update person_description Brendan O'Ciobhain APFS => Brendan O'Ciobhain APFS |
| 2014-10-09 |
update person_description Cathi Harrison => Cathi Harrison |
| 2014-10-09 |
update person_description David Thomas => David Thomas |
| 2014-10-09 |
update person_description Keith Richards => Keith Richards |
| 2014-10-09 |
update person_description Teresa Perchard => Teresa Perchard |
| 2014-10-09 |
update person_title Sharon Sutton: Member of the PFS Board; Fellow; Chartered Financial Planner / Director; Director => Vice President; Member of the PFS Board; Fellow; Chartered Financial Planner / Vice President |
| 2014-08-28 |
insert person Cathi Harrison |
| 2014-04-20 |
delete personal_emails el..@cii.co.uk |
| 2014-04-20 |
delete person Ellie Bennett |
| 2013-07-05 |
insert personal_emails el..@cii.co.uk |
| 2013-07-05 |
insert person Ellie Bennett |
| 2012-12-14 |
insert otherexecutives David Ross |
| 2012-12-14 |
delete person Lucy Grubb |
| 2012-12-14 |
insert person David Ross |